Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $73,605 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $25,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,817 | $90,621-82.5% | $120,225-86.8% | $103,975-84.8% |
| Participation rate | 35.1% | 53.5%-18.4pp | 69.6%-34.5pp | 72.5%-37.4pp |
| Annual return | 18.76% | 16.48%+2.3pp | 439.23%-420.5pp | 19.41%-0.7pp |
| Employer contribution / active EE | $615 | $4,227-85.4% | $3,475-82.3% | $3,722-83.5% |
| Participant deferral / active EE | $536 | $3,312-83.8% | $3,999-86.6% | $5,343-90.0% |
| Admin fee / account holder | $109 | $428-74.5% | $5,696-98.1% | $332-67.1% |